“We tell our investment wholesalers they are responsible for their own success. This is the only tool in our industry that truly IS about them. It measures the individual’s value, and separates that from what the firm is doing.

Two elements make this a tool I’ve chosen for more than a decade: it truly is unique, and The Penny Group delivers it with the highest professionalism and value.”

— Martin Beaulieu, Head of US Wealth Advisory for iShares, BlackRock

“I’ve used The Penny Group over more than a decade in a number of settings. We’ve applied their process with clients, prospects and even with our board members. The insights we gain are always useful and consistently lead to improved results and new revenue.”

— David Hanson, CEO, Fulton Financial Advisors

“The insights and feedback we received from our clients through The Power to Know® have been invaluable for both the Bank and for our individual relationship managers. We would describe ourselves as ‘very satisfied’ clients.”

— William Rogers, President & Chief Operating Officer, SunTrust Banks

“The Penny Process provides us with measurable revenue gains year after year. We have successfully incorporated it across several lines of business. The results are outstanding.”

— Jim Jessee, President, MFS Fund Distributors